苹果已经是老巴连续两个季度减持,而且这次的减持力度远远大于上次。老巴持有苹果的仓位依然太高(超过第二持仓将近1000亿美元),更大的减持恐怕还在后面。YMYD。
he comparisons vs. a year-ago are as follows:
Stake (Q1’24) |
Stake (Q1’23) |
Change |
Apple |
$135.4B |
$174.3B |
(-22.32%) |
Bank of America |
$39.2B |
$34.8B |
+12.64% |
American Express |
$34.5B |
$28.4B |
+21.48% |
Coca-Cola |
$24.5B |
$23.6B |
+3.81% |
Chevron |
$19.4B |
$18.8B |
+3.19%
|
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